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KC

Kelsey A. Curtis

ROBINSWOOD FINANCIAL
Kirkland, WA 98033
Some features on this profile are disabled
CRD#: 6689626
KC

Professional summary

Kelsey Ann Curtis, who also goes by Kelsey Curtis, Kelsey Ann Mceachran, is a registered financial advisor currently at ROBINSWOOD FINANCIAL located in Kirkland, Washington.

Kelsey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Kelsey has worked at 8 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kelsey Curtis | Kelsey Ann Mceachran

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelsey Ann Curtis's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 22, 2026 - Present

ROBINSWOOD FINANCIAL

Office #1: 3425 Carillon Point Building 3000 4th Floor, Kirkland, WA, 98033
RIA
CRD#: 143417
Kirkland, WA
Past

September 6, 2023 - January 27, 2026

OSAIC WEALTH, INC.

RIA
CRD#: 23131
BELLEVUE, WA
Past

September 6, 2023 - January 27, 2026

OSAIC WEALTH, INC.

BD
CRD#: 23131
BELLEVUE, WA
Past

December 14, 2022 - October 4, 2023

DECKER RETIREMENT PLANNING INC.

RIA
CRD#: 284281
Bellevue, WA
Past

October 3, 2022 - December 5, 2022

MERIT FINANCIAL ADVISORS

RIA
CRD#: 142457
Issaquah, WA
Past

June 3, 2022 - October 4, 2022

TRIAD INVESTMENT MANAGEMENT

RIA
CRD#: 297699
ISSAQUAH, WA
Past

September 9, 2021 - January 23, 2023

LPL FINANCIAL LLC

BD
CRD#: 6413
ISSAQUAH, WA
Past

February 25, 2021 - September 3, 2021

KEY INVESTMENT SERVICES LLC

BD
CRD#: 136300
Maple Valley, WA
Past

June 18, 2020 - January 15, 2021

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
Bellevue, WA
Past

October 26, 2016 - September 12, 2019

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
SEATTLE, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RF
ROBINSWOOD FINANCIAL
ROBINSWOOD FINANCIAL | ROBINSWOOD FINANCIAL LLC

CRD#: 143417 / SEC#: 801-68234

RIA
Registered Investment Advisory firm - (8/20/2007 Approved)
Washington
Registered Investment Advisory firm - (8/24/2007 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Washington
(1/22/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/23/2022
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 10/8/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/18/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 10/26/2016
Investment Company Products/Variable Contracts Representative Examination

Current Firm

RF
ROBINSWOOD FINANCIAL
ROBINSWOOD FINANCIAL | ROBINSWOOD FINANCIAL LLC

CRD#: 143417 / SEC#: 801-68234

RIA
Registered Investment Advisory firm - (8/20/2007 Approved)
Washington
Registered Investment Advisory firm - (8/24/2007 Terminated)
PREMIUM
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Contact information

Main Address
3425 Carillon Point Building 3000 4th Floor, Kirkland, WA, 98033
Mailing Address
Phone number
(452) 296-1611
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ROBINSWOOD ADV 2B 2025 (3/31/2025)
ROBINSWOOD BROCHURE ADV 2A 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts1,302
AUM (Assets Under Management)$ 366,580,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ROBINSWOOD FINANCIAL

CRD#: 143417Kirkland, WA 98033

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